TimeLinx

TimeLinx is a time-tracking software designed for compatibility with QuickBooks. It enables tracking and billing of employee time and includes a comprehensive sales management system for detailed customer account insights. The software also facilitates contract management and billing for time or projects.

TimeLinx Key Features

• TimeLinx streamlines service billings by offering:
• Automated time and expense tracking to reduce errors in invoicing.
• Integration with accounting systems for accurate tracking of deposits, retainers, and pre-pays.
• Milestone-based billing for project deliverables.
• Direct synchronization of project data with accounting system’s G/L accounts.
• Review and approval processes for time and expense reports.
• Creation of customer accounts using current CRM data.
• Access to A/R data for selected personnel without full accounting system access.
• Invoice and payment data visibility within projects.
• Automatic renewal of retainers and triggering of invoices based on project tasks and milestones.
• Time and expense record creation in accounting from project service records.
• Demonstration of real-time project cost tracking, billing, and complex billing schemes.

Project Management Capabilities

TimeLinx enhances project management within a CRM system by:

Ensuring all project revenues and costs are accounted for. Optimizing resource utilization and workforce scheduling. Enhancing efficiency and effectiveness in project delivery. Monitoring project objectives, milestones, and deadlines. Providing visibility into task schedules, billability, and employee utilization. Identifying profitable clients and staff performance metrics.

CRM Project Management Software

TimeLinx, integrated within CRM systems, aids Professional Services organizations by:

• Managing staff, projects, and processes efficiently.
• Providing real-time insights into staff performance, client profitability, project schedules, and task durations.
• Automating functions and eliminating duplicate data entry for enhanced business performance.

Time and Billing Features

TimeLinx offers detailed time tracking and task management, including:

• Easy time entry linked to accounts, projects, and tasks.
• Comprehensive task analysis including profitability, status, and budget comparisons.
• Project tracking with security controls, workflow systems, and various pricing methods.
• Real-time project status updates and performance tracking over different date ranges.
• Utilization and realization analysis for consultants.